Advanced Enrichment - Segmentation
Last updated
Last updated
The following example will help you to understand how to create a cube/ a table and use it in the workspace.
For instance, you need to know if the customers buying goods in the given month also had orders in the last month, to analyze the continuity in buying behaviors of the customers. So, you need to classify the current buying customers in two groups: "Buy in 2 consecutive months" and "Only buy this month".
Follow the steps to create a table with the given condition:
Create a new cube from left-side panel or from the breakdown menu; name the table "Continuity Status"
Add the following columns into the table. If the inputs are just taken from raw table data, drag them from the side list and drop them to the table. If the inputs need to be calculated, use formulas (formula list is in the next section).
Column 1: Customer ID from Invoices table - this is raw data, just drag and drop; name the Column "Customer ID"
Column 2: the analysis requires monthly status so Invoice month should be shown by using formula: MONTH(Invoice Date) - choose Invoice Date from table Invoices; name the Column "Invoice Month"
Column 3: count Invoice in the given month, using formula: COUNT(Invoice ID, Invoice Date) - choose Invoice ID and Invoice Date from table Invoices; name the Column "Invoice Count this month"
Column 4: check if there is any invoice in the previous month of the given month, using formula: PREVIOUS(Invoice Count this month, Invoice Month, Customer ID) - Invoice Count this month, Invoice Month and Customer ID are the columns that have been created from table Continuity Status; name the Column "Invoice Count previous month"
Column 5: name the status, using formula: IF(Invoice Count previous month<>0&&Invoice Count previous month<>NULL, "Buy in 2 months", "Only buy this month"); name the Column "Continuity Status"
Here below is the result:
Then, Save Table
Before saving, you can check and change Table name, Description and choose to show or hide any of the columns of the newly created table.
After saving the cube, you can find the cube and its dimensions in the dimension list when breaking-down:
You can breakdown any metrics that have relationship with the table(s) you use in the cube. In the example, we can breakdown Sales, Buying Customer Count, Order Count and others:
